Purchases and Sales Made in Q2 2023 in Fidelity Covington Tr (FIVA)
This table provides information about the institutional ownership of Fidelity Covington Tr (FIVA) during Q2 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 3.0% |
$279K - $299K
|
431K
$10.7M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.35KNew |
$208K - $222K
|
9.35K
$232K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.76K+ 63.53% |
$128K - $137K
|
14.8K
$368K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
379+ 6.05% |
$8.42K - $9.01K
|
6.65K
$165K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
156+ 1.52% |
$3.47K - $3.71K
|
10.5K
$260K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
134New |
$2.98K - $3.19K
|
134
$3.33K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-445- 11.81% |
$9.89K - $10.6K
|
3.32K
$82.6K
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.08K- 4.85% |
$24.1K - $25.7K
|
21.2K
$528K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.16K- 97.72% |
$25.7K - $27.5K
|
27
$671
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.52K- 9.16% |
$56K - $59.9K
|
25K
$621K
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-52.5K- 50.25% |
$1.17M - $1.25M
|
52K
$1.29M
|